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Added to YB: 2024-03-15

Pitch date: 2024-03-14

S [bullish]

SentinelOne, Inc.

-36.04%

current return

Author Info

No bio for this author

Company Info

SentinelOne, Inc. operates as a cybersecurity provider in the United States and internationally. The company’s Singularity Platform delivers an artificial intelligence-powered autonomous threat prevention, detection, and response capabilities across an organization’s endpoints, cloud workloads, and identify credentials, which enables seamless and autonomous protection against a spectrum of cyber threats.

Market Cap

$5.7B

Pitch Price

$23.14

Price Target

37.00 (+145%)

Dividend

N/A

EV/EBITDA

-16.88

P/E

-12.96

EV/Sales

5.45

Sector

Software

Category

growth

Show full summary:
SentinelOne, Inc.: What Investors Need to Know (Bernstein)

S: Bernstein $37 PT on low churn, macro headwinds lapping, upsell/cross-sell potential. NRR seen flat near-term, recovering 300-400bps by 2025. Mid-to-high 30% rev growth through FY27, FCF ~20% by '27. 12x NTM rev multiple + DCF = $37 PT. Maintain Outperform.

Read full article (1 min)